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Current Employers
Sovran Advisors, Llc

3131 Camino Del Rio N. Suite 800, San Diego, CA 92108 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-02-23
  • CA RA
    APPROVED
    Since 2024-02-23

Branch Locations

3131 Camino Del Rio N. Suite 800, San Diego, CA 92108 • United States

3200 Park Center Dr. Suite 1240, Costa Mesa, CA 92626 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Metlife Securities Irvine CA 07/2005 03/2017
Massachusetts Mutual Life Insurance Company Brea CA 07/2016 02/2024
Mml Investors Services, Llc Brea CA 03/2017 02/2024
Cetera Wealth Services, Llc El Segundo CA 02/2024 Present
Sovran Advisors Llc - Crd 329415 Costa Mesa CA 02/2024 Present
Greater Pacific Solutions Costa Mesa CA 01/2023 Present
  • 07/2005 → 03/2017
    Metlife Securities
    Irvine, CA
  • 07/2016 → 02/2024
    Massachusetts Mutual Life Insurance Company
    Brea, CA
  • 03/2017 → 02/2024
    Brea, CA
  • 02/2024 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 02/2024 → Present
    Sovran Advisors Llc - Crd 329415
    Costa Mesa, CA
  • 01/2023 → Present
    Greater Pacific Solutions
    Costa Mesa, CA
Previous Registrations
  • 2017-03-25 → 2024-03-06
    Brea, CA
  • 2005-09-21 → 2017-03-25
    Msi Financial Services, Inc.
    Irvine, CA
    Irvine, CA
    Brea, CA
Other Businesses

1.NAME OF OTHER BUSINESS: SOVRAN ADVISORS LLC - CRD 329415 INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISOR REPRESENTATIVE START DATE: 02/2024 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING AND ASSET MANAGEMENT 2. NAME OF OTHER BUSINESS: DANILO KIM INVESTMENT RELATED: NO ADDRESS: 1015 S CROCKER ST UNIT R19 LOS ANGELES, CA NATURE OF BUSINESS: RENTAL PROPERTY START DATE: 01/2010 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: NONE. HAVE PROPERTY MANAGER TO HANDLE OPERATIONS 3. NAME OF OTHER BUSINESS: GREATER PACIFIC SOLUTIONS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 01/2023 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 30 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: FINANCIAL ADVISOR 4. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 01/2010 APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 5 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-08-19
  • S66 Uniform Combined State Law Examination
    2005-08-19
Designations

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